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JPM Europe Small Cap A Dis EUR

Ranked 6 out of 11 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Georgina Brittain

Georgina Brittain adopts a bottom-up stock selection style with a tilt towards value and earnings momentum at JP Morgan Asset Management. Brittain is a UK smaller companies expert and her key fund in the sector is the JPM UK Smaller Companies unit trust. She also manages the Fleming Smaller Companies investment trust and is responsible for the smaller company portions of various other funds. Born in August 1968, Brittain was educated at St Mary's Convent and studied Latin and Greek at Oxford. Brittain identifies seasoned investor Nils Taube as the man she admires most in the industry.

Jim Campbell

Scotsman Jim Campbell studied Economics and Law at Edinburgh University before entering the financial world. In 1988 he began a seven-year stint at Ivory & Sime where he worked as an investment manager for UK and European Smaller Companies. He subsequently switched to JP Morgan Asset Management in 1995. At JP Morgan, Campbell works closely with colleague Francesco Conte. The duo employ a mixture of bottom up, value and growth stock selection styles in their management of a selection of funds which includes the UK-domiciled JPM Europe Smaller Companies fund. They also claim responsibility for the JPM Europe Small Cap and JPM Europe Recovery SICAVs as well as a variety of segregated mandates. Campbell is a keen football fan who keeps fit with regular trips to the gym.

Francesco Conte

JP Morgan Asset Management’s European Smaller Companies specialist Francesco Conte has been managing funds for the group since joining in 1998. Conte began his career at specialist mergers and acquisitions boutique Ermgassen and Co. as an associate specialising in cross-border alliances. After a three-year stint he moved to Schroder Securities in 1993 taking on the role of lead sell-side analyst in the Italian equities team. At JP Morgan, Conte runs approximately €2 billion including the JPM Europe Small Cap fund. Born in Trapani, Italy, in 1966, Conte holds a degree in Economics with a focus on International Trade and Development from the London School of Economics. He keeps fit by running regularly and enjoys relaxing at the cinema or at home with a good book.

Objective

At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested in equity securities of small capitalisation companies that are domiciled in, or carrying out the main part of their economic activity in, a European country. Market capitalisation is the total value of a company's shares and may fluctuate materially over time.

Showing fund performance in Jersey View performance globally

Performance

European Small & Medium Companies over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 8.3% 7.2% 7.4%
2016 12.9% -0.7% -0.6% 15.4% -0.9%
2015 23.0% 10.0% 0.1% 1.8% 9.8%
2014 0.6% 8.0% -6.2% -6.3% 6.0%
2013 42.1% 15.3% 2.9% 9.7% 9.2%
2012 18.3% 11.2% -7.4% 6.7% 7.8%
2011 -21.3% 1.7% 0.2% -23.3% 0.7%
2010 28.2% 9.2% -11.7% 18.6% 12.0%
2009 29.3% -10.4% 12.7% 27.3% 0.6%
2008 -39.5% -7.5% -3.2% -22.0% -13.4%
2007 1.1% 7.5% 3.5% -5.2% -4.2%
2006 28.9% 19.7% -7.0% 2.3% 13.3%
2005 38.1% 6.6% 7.8% 14.8% 4.7%
2004 21.8% 2.8% 1.6% 2.3% 13.9%
2003 37.5% -4.7% 17.6% 10.4% 11.1%
2002 -20.1% 3.9% -4.6% -21.6% 2.9%
2001 -25.7% -16.2% -4.1% -23.7% 21.1%
2000 -1.4% 27.6% -13.4% 3.2% -13.5%
1999 66.7% 3.0% 5.6% 1.8% 50.6%
1998 20.7% 21.4% 10.9% -19.5% 11.4%
1997 9.6% 9.0% -1.1% 9.0% -6.8%
1996 18.4% 15.5% 6.6% -1.1% -2.8%
1995 -0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Estonia
  6. Finland
  7. France
  8. Germany
  9. Greece
  10. Hong Kong
  11. Hungary
  12. Ireland
  13. Italy
  14. Jersey
  15. Luxembourg
  16. Macau
  17. Netherlands
  18. Norway
  19. Peru
  20. Poland
  21. Singapore
  22. Spain
  23. Sweden
  24. Switzerland
  25. Taiwan
  26. United Kingdom

Fund Info

  • Launch date18/04/1994
  • Share Class size258Mn
  • Base currencyEUR
  • ISIN LU0053687074

Purchase Info

  • Min. initial investment30,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).